By donating the proceeds as cash the gifts will get a Gift Aid uplift of 25%, and you
can also claim higher rate or additional rate tax relief on the
gross value of the cash donation, after taking into account the
Gift Aid tax claimed by the charity.

FIND OUT MORE

For CAF Charitable Trust clients

Please contact your dedicated Private Client Manager direct.
Alternatively, our Private Client Managers are happy to
advise about any aspect of giving, so please call 03000 123
028 (9am-5pm Monday to Friday) or complete our online
formand we’ll get back to you within one
working day.

For CAF Charity Account customers:

HMRC Qualifying Shares

A wide range of shares and securities can be gifted in this way.
These include those listed or dealt on a recognised stock exchange
in the UK and many international exchanges: the USA, Canada,
Australia, Hong Kong, New Zealand, Japan, Colombo, Singapore,
Johannesburg, Switzerland and the EU countries. We will be happy to advise you before you make your gift whether or not the shares are listed on a recognised stock exchange.

There are other investments that also qualify,
including authorised unit trusts, UK open-ended investment company
shares and certain foreign collective investment scheme
holdings.We recommend that you seek confirmation from HMRC that your investment qualifies for Income Tax relief.

Tax Advice

We are unable to offer advice on personal tax
issues. So if you are unsure of your tax situation, we recommend
that you speak to a professional advisor or visit the HMRC website
www.gov.uk/donating-to-charity.

YOUR OTHER SHAREGIVING OPTIONS

Contact us

If you'd like to find out more about sharegiving, contact us on 03000 123 028 (Monday to Friday, 9am - 5pm, except public holidays) or request a callback using the form below.